You're reading from Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

Product type Paperback

Published in Aug 2021

Publisher Packt

ISBN-13 9781800564664

Length 352 pages

Edition 1st Edition

Tools

Zoho CRM

Concepts

CRM

Author (1):

Dominic Harrington

View More author details

Table of Contents (22) Chapters

Preface

1. Section 1: Laying the Foundation

2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER

3. Chapter 2: Leads – Getting It Right the First Time

4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth

5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM

6. Section 2: Take Your CRM to the Next Level

7. Chapter 5: Working with Other System and Custom Modules

8. Chapter 6: Game-Changing Workflows and Automations

9. Chapter 7: Essential Systems Administration

10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations

11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM

12. Chapter 9: Zoho Campaigns

13. Chapter 10: Zoho Forms

14. Chapter 11: Zoho Survey

15. Chapter 12: SalesIQ

16. Chapter 13: Zoho Analytics

17. Chapter 14: Zoho Creator

18. Section 4: Measure, Learn, Evolve

19. Chapter 15: Building Actionable Reports and Dashboards (CRM)

20. Chapter 16: Best Practices to Adopt and Evolve Your CRM

21. Other Books You May Enjoy

Additional best practices

By following the guidance detailed in this chapter, you are well on your way to having a powerful, intuitive, and successful Deals module. However, here are a few more suggestions that may enhance performance even more:

Try not to have too many stages. Ideally, there will be 6–12 stages in your sales process. Too few stages may result in details either missing or being contained within fields further down, which will make things not as intuitive as they would be if the details were visible on the milestone/timeline. Too many stages will make it harder to focus and effectively measure our progress. Sometimes, however, it is beneficial to have more stages to help manage the process after someone has placed the order.
Do not have more than one unsuccessful outcome. In the example earlier in this chapter, we had just one unsuccessful outcome – Closed Lost. When selected, this would trigger a layout rule to show and make mandatory an additional...